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Proex Advisors Optimize Cash Flow Scale Strategically Boost Efficiency Increase Profitability

Transform your financial strategy with our tailored services, where expert advice meets actionable insights. Elevate your business with solutions that drive results and sustainability.

 
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Maximize Your Financial Potential with ProEx Advisors

Empower Your Business, Every Step of the Way

Unlock expert financial leadership without the overhead of a full-time CFO. At ProEx Advisors, we provide Fractional CFO/Advisor services designed to help small businesses, and entrepreneurs optimize cash flow, scale strategically, improve efficiency and profitability.

With our data-driven insights and proactive financial planning, you gain:

Strategic Financial Guidance

Make informed decisions backed by expert analysis.

Profitability Optimization

Identify opportunities to reduce costs and maximize revenue.

Cash Flow Management

Ensure financial stability with smart budgeting and forecasting.

Scalable Growth Strategies

Implement financial systems that support long-term success.

Automation and Technology Trends Updates

Keeping you up to date with systems that streamline operations, enhance efficiency, and drive smarter business decisions.

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Why Choose ProEx Advisors?

Your time is valuable. You started your business to pursue your passion, serve your clients, and create a better life for yourself and your loved ones—not to get buried in spreadsheets and financial reports.

That’s where we come in. 

Our customized financial solutions give you the clarity, strategy, and execution needed to grow your business—without the burden of managing complex financials.

More time.

 Focus on your passion, clients, and family—we’ll handle the numbers.

More peace of mind.

Feel confident knowing your finances are in expert hands.

More freedom. 

Spend less time on financial stress and more time on what truly matters.

Let’s Build Your Financial Success—Together

Spend more time with your loved ones, focus on serving your clients, and do what you love—while we take care of the financial complexities.

Meet Our Founder

Meet Our Founder

Katherine Rivette, CPA, CIA

Founder & Principal, Proex Advisors LLC

Katherine Rivette is a trailblazer in operations and finance, with expertise spanning finance, accounting, internal control, risk management, and digital transformation. As a Certified Public Accountant (CPA) and Certified Internal Auditor (CIA), she brings a strategic and results-driven approach to helping businesses achieve financial clarity and long-term growth.

Recognizing the financial challenges many small business owners face, Katherine created the Fractional CFO-Advisory  Strategy Program to eliminate uncertainty and empower entrepreneurs with the insights they need to make data-driven decisions. Her passion lies in bridging the gap between business success and financial acumen, equipping leaders with the tools to navigate complexities, mitigate risks, and optimize profitability.

What sets Katherine apart is her personalized, hands-on coaching approach that goes beyond numbers. By combining CFO-level expertise with real-world financial strategies, she helps business owners not just understand their finances but think and act like a CFO. Her mission is to give entrepreneurs the confidence and foresight to take control of their financial future with precision and clarity.

We are a team of passionate people whose goal is to improve everyone’s life through disruptive products and services.

We deliver dependable solutions that drive business success.

Our products and services are designed for small to medium size companies willing to optimize their performance.

2025 Copyright © Proex Advisors LLC